Naviter Wealth’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-26,310	Closed	-$3.5M	–	187
2022 Q1	$3.5M	Buy	26,310 +2,699	+11%	+$359K	1.17%	27
2021 Q4	$2.84M	Buy	+23,611	New	+$2.84M	0.85%	37